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Zacks Earnings Consistent Portfolio ETF

71 hedge funds and large institutions have $240M invested in Zacks Earnings Consistent Portfolio ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 6871 (+3)

1.25% more ownership

Funds ownership: 80.06%81.31% (+1.2%)

4% more capital invested

Capital invested by funds: $230M → $240M (+$10.2M)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
27
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Arista Wealth Management
Nevada
$356K +$4.92K +140 +1%
AAP
52
Arax Advisory Partners
Colorado
$351K -$246 -7 -0.1%
HI
53
Harbour Investments
Wisconsin
$333K +$223K +6,363 +182%
MWP
54
Madison Wealth Partners
Wisconsin
$268K +$278K +7,927 New
CA
55
CoreCap Advisors
Michigan
$267K +$101K +2,888 +58%
Citadel Advisors
56
Citadel Advisors
Florida
$239K -$379K -10,790 -60%
VCP
57
Verus Capital Partners
Arizona
$228K +$237K +6,739 New
MOS
58
MGO One Seven
Ohio
$226K -$21.2K -604 -8%
CFG
59
Cooper Financial Group
California
$220K +$229K +6,515 New
BC
60
BDFS Capital
Delaware
$210K -$30.1K -857 -12%
FPAS
61
Focus Partners Advisor Solutions
Missouri
$200K -$1.48K -42 -0.7%
O3W
62
Omni 360 Wealth
New Jersey
$200K -$1.48K -42 -0.7%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$182K +$189K +5,382 New
CPG
64
Cornerstone Planning Group
New Jersey
$65.2K
UBS Group
65
UBS Group
Switzerland
$14.3K -$31.2K -889 -68%
IA
66
IFP Advisors
Florida
$9K +$70 +2 +0.8%
AssetMark Inc
67
AssetMark Inc
California
$8.86K +$9.2K +262 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$5.99K +$6.21K +177 New
DFA
69
DHJJ Financial Advisors
Illinois
$1.69K
Morgan Stanley
70
Morgan Stanley
New York
$46 -$35 -1 -50%
RWS
71
Retirement Wealth Solutions
Wisconsin
$24 -$47.5K -1,354 -100%
AWM
72
Axxcess Wealth Management
California
-$4.72M -135,741 Closed
AA
73
Advisory Advocates
Michigan
-$1.39M -40,066 Closed
AI
74
Atria Investments
North Carolina
-$851K -24,477 Closed
AFS
75
Axiom Financial Strategies
Indiana
-$726K -20,873 Closed